Private Client Asset-Mix Intern

2 weeks ago


Vancouver, British Columbia, Canada CC&L Private Capital Full time
Position: Private Client Asset-Mix Intern Location: Vancouver, British Columbia
Job Id: 1562 # of Openings: 1 Intern, Asset Mix Connor, Clark & Lunn Private Capital Ltd. Vancouver, BC The Position CC&L Financial Group is seeking an Asset Mix Intern to join our Asset Mix team for a 6-month term (September - March, What do we offer Asset Mix Interns? A dynamic, fast-paced work environment where opportunities for learning and growth are abound. Synopsis of role ex. Collaborate with managers to... You will have the ability to experience first-hand impact. As an Asset Mix & Trading Intern you will: Review client account details and verify trade restrictions Review Asset mix Outage Report Review and manage inquiries for team Analyze unrealized gains Review client accounts for tax efficiency Review alternative commitments and funding Run and create custom reports Manage ad-hoc requests and projects Planning and modeling trades Qualifications and Experience The Asset Mix Intern position is geared toward students either in their third/fourth year of an undergraduate degree or MBA with a focus on Finance, Accounting, Commerce or Economics. We are seeking ambitious students with a strong academic track record, who are interested in making an impact in process efficiencies at CC&L. In addition to the above, the successful candidate will have: At least one previous work term in a similar role Knowledge and interest of capital markets (and financial concepts) Proficient in MS Suite (Outlook, Word, MS Teams) and especially Microsoft Excel Strong time management and organizational skills Ability to work efficiently under pressure with high workload A self-starter with strong problem solving skills Knowledge of various account types (RRSP,TFSA, LIRA, FHSA, etc.) To apply for this position please submit your resume , cover letter and transcript as one PDF . About Connor, Clark & Lunn Financial Group At Connor, Clark & Lunn Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. For a closer look at how you can build your career with us, we invite you to explore . Connor, Clark & Lunn Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. The salary range for this position is $42, ,700 CAD annualized. The salary range provided reflects the base salary range for this position as required by legislation. Further questions may be directed to the HR team during the interview process. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. #LI-SM1 #LI-Hybrid
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